Download PDF

Work experience

Dec 2007Jan 2009

Compliance Manager Assistant

Merrill Lynch
  • Managed global wealth management accounts for the compliance department.
  • Effectively reviewed and researched accounts and alerted executives to possible fraudulent activity on large volume transaction.
  • Compiled empirical data on trading activities and developed excel spreadsheets to clarify activity to upper management.
  • Proactively monitored large marquee accounts and developed relationships with clients to mitigate concerns about their investments. 
  • Reviewed all LMA’s, 6035, and BENE w-8 for Foreigners with accounts in the USA; and investigated clients and ensured that there was no violation of FINRA laws.
  • Increased client retention by building personal relationships with clients despite economic downturn.
Sep 1994Nov 2007

Global Account Manager

National Groceries
  • Global account executive responsible for farming existing accounts and opening new commercial accounts in Latin America and domestically in the United States.
  •  Started out with a quota of less than 400,000 and by year 2004 had over 1 million in sales.
  • Averaged over 122% of plan with only two non consecutive quarters below 100%.
  • Serviced major commercial accounts by becoming trusted advisor to major decision maker.
  •  Ranked number 1 as top producer of the executive sales team from 1998 to 2003.
  • Generated over 1 million dollars in international sales in the last 3 years.
  • Expanded product lines, help negotiate credit lines for new clients.
  •  Led simultaneous business strategies that augmented sales from 2 million to over 14 million.
  • Trained sales colleagues on target account selling methodology
  • Maintained highest level of customer satisfaction based on annual client survey.
  • Averaged over 40% closure rate of prospects with a pipeline 3 times quota.
  •  Built successful marketing strategies, competitive analysis, benchmarking of pricing and development of promotional campaigns.
Nov 1988Feb 1993

Controller

Andy Frain Services
  •  Directed financial activities of organization and subdivision of organization.
  •  Managed accounting department. • Directed preparation of budgets.
  • Supervised and managed over 120 .security guards for special events.
  • Successfully managed time sensitive projects.
  •  Delegated authority for receipt, disbursement, banking, protection and custody of funds, securities and financial instruments.
  • Prepared financial reports for management.
Jun 1984Nov 1988

General Manager

Polonia Restoration
  •  Supervised 110 employees, scheduled work hours, resolved conflicts, and determined salaries. 
  • Successfully managed time sensitive projects.
  • Created training programs for new and existing employees, resulting in improved productivity. 
  • Established and recommended to management, major economic objectives and policies for company and subdivision. 
  • Represented building management company in Landlord Tenant court proceedings. • Prepared company payroll.

Education

19811985

BA

Montclair State University
Graduated summa cum laude

References

Andrea Mayorca

“I had the pleasure of working with Lourdes at Merrill Lynch. She served as a mentor and as a great friend at the workplace. Lourdes always displayed a high degree of integrity, responsibility, and ambition. She is definitely a leader rather than a follower. In addition to her excellent scholastic accomplishments, she is also a most dependable team player. Her good judgment and mature outlook ensure a logical and practical approach to her endeavors. Lourdes would be an asset to any organization, and I am happy to give her my wholehearted endorsement.”

David Reif

“I worked with Lourdes when I was on a project with the NJ Court System. I have s witnessed this woman in action. She is a problem solver, who spares no energy to get the job done. Lourdes is smart and on top of her game both professionally and personally. She is on my “go to” A list.”

Objective

To obtain a sales position that will utilize my linquistic skills and 15 plus years of field sales experience.  In addition to selling internationally and domestically I have a financial background that includes accounting and working for an investment bank.  My renaissance background will provide me with a strong foundation to sell a variety of products.  I have succeeded at all levels of my professional career and will continue to hone my skills to become an even better account executive. 

Portfolio

Summary

I have over 12 years of professional sales experience selling domestically and internationally selling for a small wholesale distributor of products ranging from toiletries to canned goods. My core competencies include my linquistic skills in which I am recognized as a master interpreter. I have also met or exceeded my quota since I started as an outside sales associate.  Other qualifications include formal sales training in target account selling. I also have a strong understanding of sales metrics, including building a pipeline with minimum of 3X my yearly quota.  I have consistently been able to open new accounts and in addition have the highest satisfaction and retention rate of my clients as measured by the companies annual survey.

Certifications

Number 1 Interpreter state of NJ

Administration office of the Courts